WFC icon

Wells Fargo

2,520 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 962 increasing their positions, 994 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 994

6% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $4.03B

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

Holders
2,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.78B
Puts
$4.03B
Net Calls
Net Calls Change

Top Buyers

1 +$783M
2 +$567M
3 +$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1 -$1.17B
2 -$921M
3 -$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
2626
Symphony Financial
Texas
WC
2627
Woodstock Corp
Massachusetts
KAM
2628
KEB Asset Management
Illinois
LA
2629
LM Advisors
California
DIP
2630
Davis Investment Partners
North Carolina
HVIA
2631
Hudson Valley Investment Advisors
New York
GD
2632
Grandfield & Dodd
New York
MAM
2633
McLean Asset Management
Virginia
NCM
2634
Nelson Capital Management
California
EFSCE
2635
Enterprise Financial Services Corp (EFSC)
Missouri
AAS
2636
Asset Allocation Strategies
Michigan
BFWM
2637
Bright Futures Wealth Management
New York
LJHT
2638
Laurie J. Hall Trustee
PFA
2639
Pathway Financial Advisers
Indiana
KFA
2640
Kapstone Financial Advisors
Ohio
ECM
2641
Elgethun Capital Management
South Dakota
PCWA
2642
Pacific Capital Wealth Advisors
California
KBFS
2643
Kohmann Bosshard Financial Services
Ohio
EAM
2644
Exane Asset Management
France
VHAM
2645
Van Hulzen Asset Management
California
FLP
2646
Financial Life Planners
Arizona
EBA
2647
Eagle Bay Advisors
New York
KFP
2648
Keener Financial Planning
Texas
MB
2649
Mizuho Bank
Japan
CJL
2650
Cyrus J. Lawrence
New York